Mission Wealth Management’s Markel Group MKL Stock Holding History

Mission Wealth Management’s Portfolio MKL Stock Details MKL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$881K	Hold
2025 Q2	$920K	Hold
2025 Q1	$862K	Sell
2024 Q4	$797K	Buy
2024 Q3	$723K	Hold
2024 Q2	$726K	Sell
2024 Q1	$706K	Buy